SECU vs. IWM
SECU (iShares Securitized Income Active ETF) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - SECU is a Mortgage Backed Securities fund actively managed by iShares, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. SECU is actively managed, while IWM is passively managed. At a 0.28 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.19%/yr for IWM.
Performance
SECU vs. IWM - Performance Comparison
Loading charts...
Returns By Period
SECU
- 1D
- 0.02%
- 1M
- 0.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- -0.06%
- 1M
- 1.20%
- 6M
- 11.79%
- YTD
- 20.58%
- 1Y
- 35.13%
- 3Y*
- 16.52%
- 5Y*
- 7.91%
- 10Y*
- 10.82%
SECU vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 2.00% |
IWM iShares Russell 2000 ETF | 12.09% |
Correlation
The correlation between SECU and IWM is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 26, 2026 | 0.28 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SECU vs. IWM — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IWM
SECU vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and iShares Russell 2000 ETF (IWM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SECU | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.20 | — |
| Martin ratioReturn relative to average drawdown | — | 11.30 | — |
Loading charts...
Drawdowns
SECU vs. IWM - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SECU and IWM.
Loading charts...
Drawdown Indicators
| SECU | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -59.05% | +57.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -0.04% | -1.62% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -10.72% | +10.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.12% | — |
Volatility
SECU vs. IWM - Volatility Comparison
Loading charts...
Volatility by Period
| SECU | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.72% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.17% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 19.39% | -16.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.15% | 22.54% | -19.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.15% | 23.00% | -19.85% |
SECU vs. IWM - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is higher than IWM's 0.19% expense ratio.
Dividends
SECU vs. IWM - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.52%, more than IWM's 0.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.90% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
SECU iShares Securitized Income Active ETF | 2.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SECU and IWM have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWM is cheaper with a 0.19% expense ratio, compared with 0.40% for SECU.
SECU has the higher dividend yield at 2.52%, compared with 0.90% for IWM.
SECU is categorized as Mortgage Backed Securities, while IWM is Small Cap Blend Equities. Their fees differ too: 0.40% for SECU and 0.19% for IWM.
Find the right allocation for SECU and IWM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer